Southern Company is a proven winner with an attractive dividend. An integrated giant Combined, the plant now has 4.8 gigawatts (GW) of generating capacity, making it the largest clean energy plant in the U.S. For context, the entire generating capacity of Southern Power is 13 GW across 55 facilities. Dividend stocks can be particularly attractive if you are looking to supplement your income in retirement or want an additional steady stream of income to bolster your finances at any stage of life. PepsiCo (PE ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about PepsiCo (PEP) . PepsiCo currently has an average brokerage recommendation (ABR) of 1.90, on a ...

文章核心观点 - PepsiCo(PEP)最近公布了Q2财报,收入低于预期,但利润超出预期 [2] - PepsiCo面临着销量下降,但价格持续上涨 [2] - 尽管PepsiCo Q2业绩参差不齐,但其股价仍有进一步上涨的空间 [2] 公司业绩表现 - PEP股价从2021年初的150美元涨至目前约165美元,涨幅10%,但远低于同期S&P 500指数50%的涨幅 [3] - PEP股价在2021年涨17%,2022年涨4%,2023年下跌6%,表现不如S&P 500指数 [3] - 近年来,即使是大型消费品公司如沃尔玛、宝洁、好市多,以及科技巨头谷歌、特斯拉、微软,也很难持续战胜S&P 500指数 [4] - 相比之下,Trefis高质量投资组合在同期内每年都战胜了S&P 500指数,因为其提供了更好的收益和较低的风险 [4] 公司财务表现 - PepsiCo Q2收入为225亿美元,有机增长2%,主要由5%的价格上涨抵消了3%的销量下降 [6] - 除Quaker Foods部门外,其他各部门有机销售额均有所上升 [6] - Quaker Foods部门受到回收事件影响,Q2销售额下降18%,利润下降34% [6] - 但公司整体营业利润增长11%,核心营业利润率扩大103个基点,带动净利润增长9%至2.28美元/股 [6] 未来展望 - 公司预计全年收入有机增长4%,调整后每股收益至少增长8%(按固定汇率计算) [7] - 但宏观经济环境充满挑战,高通胀可能抑制消费需求,持续提价可能不是长久之计 [7] - 公司正在探索推出更小更高毛利的产品包装,这在最近有所帮助 [7]

Still, Pepsi remains down year to date despite significant gains in the major indexes. Read on to learn about some of the challenges impacting the business and why the dividend stock is worth buying anyway. 1. Increasing the number of products they sell 2. Changing the price it sells them for 3. Reducing costs associated with selling the products The company is guiding for 4% organic revenue growth for full-year fiscal 2024. And with the first half of Pepsi's fiscal-year's results in the books, analysts are ...

The following chart records the loss in revenue tied to the recalls but also shows that headwind is waning. During the earnings call, the CEO provided an upbeat and succinct overview of the effects of the recall moving forward. Where Pepsi Shines Fotoatelie PepsiCo Inc (NASDAQ:PEP) reported Q2 earnings on the 11th of July, and the results were lackluster. Management repeatedly pointed to the role inflation now plays with price conscious consumers. Compelled by rising logistics and input costs, PEP raised pr ...

11 H I H I I This is a quick and easy overview of those 5 companies and their raises. I will include my Rose take on each along with a purchase recommendation. June is a wonderful dividend paying month. About 50% of all companies choose the quarterly payment schedule of March, June, September and December. 1- Johnson & Johnson (JNJ) JNJ is no doubt a quality healthcare company with an amazing reliable income. It is definitely at fair value would make almost anyone consider owning it and holding it as I am. ...

Yara will deliver up to 165,000 tons of fertilizer per year to PepsiCo, covering around 25% of their crop fertilizer needs in Europe by 2030. These fertilizers will be mostly Yara Climate Choice fertilizers, which include low-carbon footprint fertilizers produced from either renewable ammonia (Herøya, Norway) or lowcarbon ammonia via carbon capture and storage (CCS), currently under construction in Yara Sluiskil. The mix will also include Yara's standard premium nitrate-based mineral fertilizers produced us ...

In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investors, the key is to grasp how reliant a company is on overseas markets, as this provides insights into the durability of its earnings, its ability to exploit different economic cycles, and its overall growth capabilities. While analyzing PEP's performance for the last quarter, we found some intriguing t ...

文章核心观点 - PepsiCo是一家拥有超过20个十亿美元品牌的大型食品和饮料公司,其业务模式简单易懂,产品广受消费者喜爱 [2] - 公司拥有稳定的收入和利润增长,连续52年增加派息,是备受尊敬的"股息贵族"企业 [3][4] - 公司未来3年预计每股收益将以10%的年复合增长率增长,但分析师认为这一预期过于乐观,7%左右的增长更为合理 [5][6] - 公司财务状况良好,盈利能力强,但资产负债表相对较弱,存在一些风险因素 [7] - 公司股票估值较低,可能存在14%的潜在上涨空间 [8] 公司概况 - PepsiCo是一家总市值2260亿美元的跨国食品和饮料公司,在全球拥有300,000多名员工 [2] - 公司业务分为7个板块,其中北美饮料和薯片业务占比最大,合计占57%的收入 [2] - 公司在全球范围内销售各类饮料和休闲食品,是一家典型的大众消费品公司 [2] 财务表现 - 过去10年,公司营收从667亿美元增长到915亿美元,年复合增长率为3.6% [5] - 同期每股收益从4.27美元增长到6.56美元,年复合增长率为4.9%,使用核心每股收益则增长率达6.7% [5] - 公司股息增长速度高于业务增长,过去10年股息年复合增长率达8.1% [4] - 分析师预计未来3年每股收益将以10%的年复合增长率增长,但公司自身指引为6.8%左右 [5][6] 财务状况 - 公司资产负债率较高,长期债务/权益比为2,但利息覆盖率良好 [7] - 过去5年平均净资产收益率为56.9%,净利润率为11.2%,资本回报能力较强 [7] - 公司面临一些风险,如监管、诉讼、竞争、健康饮食趋势等,但整体风险状况尚可 [7] 估值分析 - 公司当前市盈率为24.6,低于过去5年平均水平,股息收益率也高于历史平均 [8] - 根据股息折现模型分析,公司合理价值为193.31美元,较当前价格有14%的上涨空间 [8] - 权威分析机构Morningstar和CFRA也给予公司4星评级,目标价分别为176美元和200美元 [8]

PepsiCo is bigger than its current problems The market is still not resoundingly bullish on PepsiCo, to be clear. It simply reversed course on Thursday's intraday sell-off. There's no serious threat of the stock suddenly racing higher without warning. For the three-month stretch ending in mid-June, PepsiCo turned $22.5 billion worth of revenue into an organic profit of $2.28 per share. Not bad. Sales improved 2% year over year, while earnings were up from the year-ago comparison of $2.09. Analysts were only ...